SMSFs

Self Managed Super Funds (SMSFs)

Portfolio Service is a whole new way of administering your SMSF clients' directly held and custodial assets. This administration and reporting solution brings cash and listed securities together in the one place, with the option to add managed accounts*, managed funds and term deposits.

Data feed integration

Cash flow visibility and control

Using our CommBank Accelerator Cash Account as the cash hub means you have complete visibility and control of your clients’ cash flow and the ability to transact on their behalf when opportunities arise2.

Maximum return

Clients with a CommBank Accelerator Cash Account can enjoy a competitive variable interest rate on balances in their account1.

Leading SMSF provider

As Australia’s leading bank account provider for SMSFs3, you can be confident that you will benefit from the strength, experience and security of a big bank that integrates seamlessly into your back office4.

Dynamic Model Portfolios

Our Dynamic Model Portfolios are designed with SMSFs in mind, access a full suite of Dynamic Australian equity and ETF model portfolios.

*Managed accounts will be available within Portfolio Service in the future.

1 The interest rate is only available to new accounts opened from 18 November 2013 in the name of an Individual, Joint Individual, SMSF and Family Trust and for existing account holders who opened their account before 18 November 2013. For rates applicable to entities other than an Individual, Joint Individual, SMSF and Family Trust, please contact us to discuss. This assumes no referral fee or commission is being paid as a reduction in the interest rate and may vary anytime without notice.

4 Not all software packages supported. Check with your Business Development Manager to see if your package is supported.

About

Who are SMSFs designed for?

We know that SMSFs provide individuals with greater control over their super - but with control comes increased responsibility and complexity. CommSec Adviser Services makes it easier for you to administer your clients’ SMSFs – making things a little easier for everyone. Our leading SMSF account solutions have been designed with you and your clients in mind.

What features do you receive?

You and your clients will have access to the valuable products needed to manage their SMSFs:

CommBank Accelerator Cash Account

CommBank Term Deposit

Share trading account

Portfolio Service

Dynamic Model Portfolios

How do we support you?

For information and support, our Adviser Service Team is available 8.30am to 6.00pm (AEST), Monday to Friday, to help you with your enquiries.

You will also be assigned a dedicated Relationship Manager and/or Business Development Manager to support you whenever you need.

SMSF Solutions

With CommBank being Australia’s leading account provider for SMSFs1, our SMSF solutions can help you streamline your administration, and increase visibility and control of your clients’ cash flow. With the right mix of solutions, you can manage your clients’ SMSFs efficiently and effectively.

Portfolio Service

Portfolio Service is a cost-effective and innovative solution allowing you to manage your SMSF clients' custodial and directly held assets in one place. Portfolio Service offers an extensive range of investment options including cash, direct listed securities, managed accounts2, managed funds and term deposits with the following key benefits:

Comprehensive reports include:

Portfolio valuation;

Asset allocation;

Performance;

Capital gains; and

Income and tax reports;

Our tax optimisation tool allows you to efficiently manage your clients’ capital gains/losses with the option of first in, first out (FIFO), last in, first out (LIFO) or a manual parcel selection methodology enabling you to focus on servicing your clients;

Our manual registry feature allows you to record your clients’ assets and liabilities held outside of Portfolio Service to gain a complete picture of their position; and

Allow us to effectively manage all your share registry correspondence including dividend statements, corporate actions and shareholder notices allowing you more time to service your clients.

Pair the Term Deposit with the CommBank Accelerator Cash Account to further enhance the cash hub for your clients - transfer client funds between linked CBA accounts, transfer funds to third party accounts, ability to invest client funds for the chosen term.

Trading

Most SMSFs include a direct equities component. For these, it’s important to have a trading account that works effectively with the cash hub. CommSec Adviser Services’ online trading platform is enhanced with additional features that allow you to:

CommSec Investment Management’s Model Portfolios

CommSec Investment Management’s services are perfect for SMSFs, allowing you to insource your direct investment research, portfolio construction, management and performance reporting to us at a low cost.

Subscribe and receive access to:

CommSec Investment Management team research

A suite of Dynamic Australian Equity and ETF Model Portfolios

Bespoke portfolio review and construction services for your clients requiring a more tailored solution than Model Portfolios to suit their SMSF strategy

This website contains general information for advisers only and does not take into account any individual objectives, financial situation or needs. Investors should read the relevant disclosure document and seek professional advice before making any decision based on this information. This website has been produced by Australian Investment Exchange Limited (AUSIEX) ABN 71 076 515 930 AFSL 241400 under the brand CommSec Adviser Services. CommSec Adviser Services (CAS) is a brand of Commonwealth Bank of Australia (the Bank) ABN 48 123 123 124 AFSL and Australian credit licence 234945.

Portfolio Service is offered by AUSIEX under the brand CAS and Colonial First State Custom Solutions (CFSCS), which is the registered business name of Avanteos Investments Limited (AIL) ABN 20 096 259 979 AFSL 245531. CFSCS and AUSIEX are wholly owned but non-guaranteed subsidiaries of the Bank. Portfolio Service provides access to the Trading Account, Accelerator Cash Account (ACA) and Managed Investments Account. The Managed Investments Account is an investor directed portfolio service (IDPS) operated by CFSCS. Share Trading and Investment Management services are provided by AUSIEX, a participant of the ASX Group and Chi-X Australia. The ACA and Term Deposit are deposit products issued by the Bank and administered by AUSIEX, under the brand CAS. The Investment Loan and CALIA+ lending products are available under the CAS brand are provided by the Bank and administered by the Bank’s wholly owned but non-guaranteed subsidiary Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814, a participant of the ASX Group and Chi-X Australia.

Acknowledgement

The validation and interactive prompts throughout the online application help ensure all information is complete and correct before application submission. The result is faster processing due to less rework because of missing or incorrect information as compared to our pdf applications.

Online validation for requests means you get a response on the likely success of the transfer instantly compared to a paper form. The result is faster processing due to less rework due to registration details not matching.